Asset Manager Essentials

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Journals

Many records in Asset Manager Essentials, such as assets, Product Catalog items, contracts, and so on include a Journal tab where you can store all of the notes (and in some cases, the emails) that are related to the current record.

To add a journal entry to an open record:

1.Click the Journal tab.
A list of the current journal entries appears.

2.Click New to open the new notes dialog (if emails are available, New will be a drop-down where you can also open the new email dialog).

3.Complete the options as required, then click Save.
The journal entry is added.

You can edit existing journal entries by double-clicking them, or select and click Delete to remove them.

If your system is integrated with Ivanti Service Manager, you can find details about journal entries in the Ivanti Service Manager Admin Online Help available at https://help.ivanti.com.

Journal categories and note sources

If you have the Asset Administrator role, you can globally configure new categories and note sources for the Journal tab entries that are part of a record.

For journal notes and emails, you can specify a Category, which further explains the nature of the email or note that was added to a record. Some category examples for email include outgoing, incoming, or bounced; for notes, examples include customer feedback, complaints, or follow-up.

To create a new journal category:

1.Open the Journal Category workspace to see a list of all existing journal categories in your system.

2.Click New Journal Category.
The Journal Category page appears.

3.In the Journal Type drop-down, select Email or Notes.

4.In the Category field, type the name of the new category, then click Save. The new category will now appear under the Journal tab for all records.

For journal notes, you can also specify a Source, which could be email, voice mail, phone/fax, and so on.

To create a new journal notes source:

1.Open the Journal Notes Source workspace to see a list of all existing journal note sources in your system.

2.Click New Journal Notes Source.
The Journal Notes Source page appears.

3.Type a Source, then click Save. The new source will now appear under the Journal tab for all records.


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